See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,281 | $165,912-87.2% | $122,332-82.6% | $147,584-85.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 22.89% | 34.55%-11.7pp | 30.27%-7.4pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,356 | $5,754-76.4% | $4,050-66.5% | $4,876-72.2% |
| Participant deferral / active EE | $5,202 | $4,005+29.9% | $3,287+58.3% | $5,439-4.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |